Introduction
Welcome to Plane! đ
This article will serve as a guide on how to navigate your Standard Manager dashboard. There are several manager access levels, so you may have more or fewer tabs available on your account.
Overview
The navigation bar is on the left side of the dashboard.
To the top left of the dashboard, you'll find an arrow beside the name of your organization, which shows the profile menu. Once you click that arrow, you'll have access to Switch workspace (under Accounts), and, under your account name, Settings, Support, and Sign out.
Below that section, the following menu options are listed: People, Payments, Expenses, Time off, and Documents. The availability of menu options may vary by manager access level.
Directly below the profile menu, you'll find a Search bar you can use to quickly jump to any page or look up a team member.
Navigation menu items
Profile menu
Company name with user access tag: Shows whether you're accessing an Admin, Manager, Contractor, or Employee profile. You can also toggle between multiple user profiles.
Switch workspace: Gives you the option to switch to a different company profile.
Settings: Gives you the option to request a profile name change, request an email address change, change password, and enable 2FA.
Support: Allows you to contact the Support Team via chat.
Sign out: Allows you to sign out of your profile.
Search
Click the Search bar at the top of the sidebar to open a quick-access panel. From here you can:
Jump straight to any page you have access to (e.g., type "team" to jump to People > Team) â each destination also shows its own keyboard shortcut, such as G then P for Team.
Search for one of your direct reports by name or email to open their profile directly.
People
Your People menu is split into the following tabs: Team and Onboarding.
Team: Shows a list of your direct reports.
Onboarding: Shows a list of your direct reports who are being onboarded. You have the option of clicking each onboarding item to view more details.
Payments
Your Payments menu is split into the following tabs: Requests and Vendors.
Requests: Gives you the option to review and approve payment requests from your direct reports.
Vendors: Shows a list of vendors.
Expenses
Your Expenses menu is split into the following tabs: Inbox and History.
Inbox: Shows a list of pending expenses from your direct reports.
History: Shows a list of Approved and Rejected expenses from your direct reports.
Time off
Your Time off menu is split into the following tabs: Requests and Upcoming.
Requests: Shows a list of all Pending, Withdrawn, Approved, and Declined time off requests from your direct reports.
Upcoming: Shows a list of approved upcoming time off for your direct reports.
Documents
The Documents tab shows a list of documents that have been uploaded to Plane for your direct reports.
Questions?
Weâre here to help! You can find more of our guides here, reach out to us at support@plane.com, or use Plane's in-app chat.